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147 changes: 147 additions & 0 deletions account_credit_control/README.rst
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======================
Account Credit Control
======================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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Account Credit Control module is a part of Financial Tools used in
business to ensure that once sales are made they are realised as cash.
This module helps to identify outstanding debt beyond tolerance level
and setup followup method.

**Table of contents**

.. contents::
:local:

Configuration
=============

Configure the policies and policy levels in
``Invoicing > Configuration > Credit Control > Credit Control Policies``.
You can define as many policy levels as you need. You must set on which
accounts are applied every Credit Control Policy under Accounts tab.

Configure a tolerance for the Credit control and a default policy
applied on all partners in each company, under the General Information
tab in your company form.

You are able to specify a particular policy for one partner or one
invoice.

Usage
=====

Menu entries are located in *Invoicing > Credit Control*.

Create a new "run" in the *Credit Control Run* menu with the controlling
date. Then, use the *Compute Credit Lines* button. All the credit
control lines will be generated. You can find them in the *Credit
Control Lines* menu.

On each generated line, you have many choices:

- Send a email
- Print a letter
- Change the state (so you can ignore or reopen lines)
- Mark a line as Manually Overridden. The line will get the ignored
state when a second credit control run is done.
- Mark one line as Manual followup will also mark all the lines of the
partner. The partner will be visible in "Do Manual Follow-ups".

Once your lines are properly set up, go back to the "run" and click on
*Run channel action* to massively generate and queue communication
emails or letters for all linked lines.

Then, use the *Communications* smart button to see all email
communication processes that have been created and follow them.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_credit_control%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Camptocamp
* Okia
* Access Bookings
* Tecnativa
* ACSONE SA/NV

Contributors
------------

- Nicolas Bessi (Camptocamp)
- Guewen Baconnier (Camptocamp)
- Sylvain Van Hoof (Okia SPRL) <[email protected]>
- Akim Juillerat (Camptocamp) <[email protected]>
- Kinner Vachhani (Access Bookings Ltd) <[email protected]>
- Raf Ven <[email protected]>
- Quentin Groulard (ACSONE) <[email protected]>
- `Tecnativa <https://www.tecnativa.com>`__:

- Vicent Cubells
- Manuel Calero
- Ernesto Tejeda
- Pedro M. Baeza
- Jairo Llopis
- João Marques
- César A. Sánchez
- Víctor Martínez

- Enric Tobella <[email protected]>
- Naglis Jonaitis (Versada UAB) <[email protected]>
- `360ERP <https://www.360erp.com>`__:

- Andrea Stirpe

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/17.0/account_credit_control>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions account_credit_control/__init__.py
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import models
from . import wizard
from . import report
48 changes: 48 additions & 0 deletions account_credit_control/__manifest__.py
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# Copyright 2012-2017 Camptocamp SA
# Copyright 2017 Okia SPRL (https://okia.be)
# Copyright 2018 Access Bookings Ltd (https://accessbookings.com)
# Copyright 2019-2020 Tecnativa
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Account Credit Control",
"version": "17.0.1.0.0",
"author": "Camptocamp,"
"Odoo Community Association (OCA),"
"Okia,"
"Access Bookings,"
"Tecnativa,"
"ACSONE SA/NV",
"maintainer": "Camptocamp",
"category": "Finance",
"depends": ["base", "account", "mail"],
"website": "https://github.com/OCA/credit-control",
"data": [
# Security
"security/account_security.xml",
"security/ir.model.access.csv",
# Views
"views/account_move.xml",
"views/credit_control_line.xml",
"views/credit_control_communication.xml",
"views/credit_control_policy.xml",
"views/credit_control_run.xml",
"views/res_company.xml",
"views/res_partner.xml",
"views/res_config_settings_view.xml",
# Reports
"report/report.xml",
"report/report_credit_control_summary.xml",
"report/account_credit_control_analysis.xml",
# Data
"data/data.xml",
# Wizards
"wizard/credit_control_emailer_view.xml",
"wizard/credit_control_marker_view.xml",
"wizard/credit_control_printer_view.xml",
"wizard/credit_control_policy_changer_view.xml",
],
"demo": ["demo/res_users.xml"],
"installable": True,
"license": "AGPL-3",
"application": True,
}
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